JFS Wealth Advisors’s Old Republic International ORI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $423K | Sell |
10,993
-1
| -0% | -$38 | 0.03% | 223 |
|
|
2025
Q1 | $431K | Buy |
10,994
+3
| +0% | +$118 | 0.03% | 210 |
|
|
2024
Q4 | $398K | Hold |
10,991
| – | – | 0.03% | 218 |
|
|
2024
Q3 | $389K | Buy |
10,991
+8
| +0.1% | +$283 | 0.03% | 216 |
|
|
2024
Q2 | $339K | Hold |
10,983
| – | – | 0.03% | 184 |
|
|
2024
Q1 | $337K | Sell |
10,983
-25
| -0.2% | -$768 | 0.03% | 190 |
|
|
2023
Q4 | $324K | Buy |
11,008
+29
| +0.3% | +$853 | 0.03% | 180 |
|
|
2023
Q3 | $296K | Hold |
10,979
| – | – | 0.03% | 180 |
|
|
2023
Q2 | $276K | Buy |
10,979
+3
| +0% | +$76 | 0.02% | 186 |
|
|
2023
Q1 | $274K | Buy |
10,976
+10
| +0.1% | +$250 | 0.03% | 184 |
|
|
2022
Q4 | $265K | Sell |
10,966
-117
| -1% | -$2.83K | 0.03% | 191 |
|
|
2022
Q3 | $232K | Sell |
11,083
-663
| -6% | -$13.9K | 0.03% | 201 |
|
|
2022
Q2 | $263K | Sell |
11,746
-40
| -0.3% | -$896 | 0.03% | 184 |
|
|
2022
Q1 | $305K | Buy |
11,786
+145
| +1% | +$3.75K | 0.03% | 189 |
|
|
2021
Q4 | $286K | Buy |
11,641
+82
| +0.7% | +$2.02K | 0.03% | 197 |
|
|
2021
Q3 | $267K | Buy |
11,559
+10,694
| +1,236% | +$247K | 0.03% | 196 |
|
|
2021
Q2 | $22K | Sell |
865
-91
| -10% | -$2.31K | ﹤0.01% | 357 |
|
|
2021
Q1 | $21K | Hold |
956
| – | – | ﹤0.01% | 332 |
|
|
2020
Q4 | $19K | Buy |
+956
| New | +$19K | ﹤0.01% | 337 |
|